Focus on Fundamentals, Not Fuzzy Forecasts

The question of what happens when interest rates rise is one that has no clear answer. Many investors are trying to understand the impact of a rising rate environment on the equity markets so they can invest accordingly.

Sionna’s Kim Shannon on Value Investing

Kim Shannon
President & CIO

Kim Shannon

Kim Shannon

Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna's large cap, all cap and focused Canadian value strategies and co-lead on Sionna's high conviction strategy. Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim serves as a board member with the Canadian Coalition for Good Governance and previously served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.

Kim Shannon Makes the Case for Relative Value Investing in Her New Book (Financial Post)

Kim Shannon Makes the Case for Relative Value Investing in Her New Book (Financial Post)

Kim Shannon, founder of Sionna Investment Managers continues to build on her impressive list of achievements in the world of money management. Aside from leading an 11-year-old firm that has about $4-billion of institutional and private client assets under management, Shannon has now authored her first book.

Le Bourse avant l’économie (La Presse)

Chaque samedi, un financier répond à nos questions. Il donne sa lecture des marchés, offre son point de vue sur la Bourse et lance quelques conseils d'investissement. Cette semaine, Kim Shannon, chef des placements chez Sionna Investments.

Sticking to What Works

After 30 years of falling interest rates, investors have become fixated on the potential impacts that rising rates and the end of quantitative easing will have on the economic recovery and the stock market. Today’s investing environment is unquestionably unique which explains the concerns.

Le Bourse avant l’économie (La Presse)

Chaque samedi, un financier répond à nos questions. Il donne sa lecture des marchés, offre son point de vue sur la Bourse et lance quelques conseils d'investissement. Cette semaine, Kim Shannon, chef des placements chez Sionna Investments.

No One Washes a Rented Car

Warren Buffett has often addressed the issue of his acquisition criteria in the Berkshire Hathaway annual letter to shareholders.

Preconceived Notions

Since the year 2000, China has become an increasingly important part of the global economy. The impact that it has had is astounding.

Triple Paradigm Pricing Shift Coming

Sionna has some new insights into sideways markets we want to share. In Chart 1, shown below, the green periods represent bull phases and the white periods highlight sideways/bear phases.